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Kingswood Wealth Advisors’s Emcor EME Stock Holding History

Kingswood Wealth Advisors’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Buy
460
+24
+6% +$20.3K 0.02% 693
2026
Q1 		$322K Buy
436
+32
+8% +$23.3K 0.02% 687
2025
Q4 		$247K Buy
+404
New +$262K 0.01% 750

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kingswood Wealth Advisors's EME Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Emcor (EME) stake by 5.5% in Q2 2026, buying an estimated $20.3K and bringing the position to 460 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #693.

Kingswood Wealth Advisors first reported a position in EME in Q4 2025 and has held it in 3 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Kingswood Wealth Advisors held 460 shares of Emcor worth $382K as of Q2 2026.
  • Kingswood Wealth Advisors bought 24 Emcor shares in Q2 2026, an estimated $20.3K.
  • Emcor made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #693 holding.
  • Kingswood Wealth Advisors first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.